Family Investment Mastery Program
Learn practical strategies to build wealth for your family's future through smart investing, budgeting, and financial planning that actually works in today's economy.
Start Your JourneyOverwhelmed by Investment Options
With thousands of stocks, funds, and investment platforms available, many families freeze up instead of taking action. The fear of making the wrong choice often prevents any choice at all.
- Start with simple index funds that track the entire market
- Use the "three-bucket" approach: emergency fund, growth investments, and stable income
- Begin with just $100 monthly to build confidence and habits
- Focus on time in market rather than timing the market
Conflicting Financial Advice
Social media, news outlets, and well-meaning relatives all offer different investment strategies. One day crypto is the answer, the next day it's real estate or gold.
- Stick to proven fundamentals: diversification and regular contributions
- Ignore hot tips and focus on long-term wealth building
- Create an investment policy statement for your family
- Review and rebalance only quarterly, not daily
Henrik Johansson
Lead Investment Strategist
Former portfolio manager who simplified complex investment strategies for over 800 Canadian families. Specializes in tax-efficient investing and retirement planning.
Celia Novak
Family Finance Coach
Certified Financial Planner who helps families navigate real estate, education savings, and emergency planning. Mother of three who practices what she teaches.
What You'll Actually Learn
Practical skills you can implement immediately, not theory you'll forget tomorrow
Foundation Building (Weeks 1-4)
- Set up automated savings that actually stick
- Choose the right accounts for your tax situation
- Build an emergency fund without sacrificing lifestyle
- Understand risk tolerance beyond online quizzes
Investment Strategy (Weeks 5-8)
- Create a portfolio that matches your timeline
- Navigate RRSPs, TFSAs, and RESPs effectively
- Avoid common mistakes that cost thousands
- Rebalance without overthinking or overpaying
Advanced Planning (Weeks 9-12)
- Plan for major expenses like homes and education
- Protect your family with appropriate insurance
- Create estate planning basics without lawyer fees
- Teach kids about money in age-appropriate ways
Program starts September 2025. Limited to 50 families for personalized attention.